8 дней назад
Senior Associate, Global Private Wealth - Investor Relations
120 000 - 130 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Associate, Global Private Wealth - Investor Relations (Private Wealth/Capital Markets): Supporting external wholesalers and developing financial-advisor relationships to drive fundraising, sales, and AUM growth across private and registered funds with an accent on alternative investment products, advisor communication, and CRM-managed follow-up. Focus on building relationships across wire-house, private bank, RIA, and family office channels, communicating complex investment structures, and maintaining regional market and competitive knowledge.
Location: Boston, United States; hybrid work arrangement with 18 remote workdays per quarter subject to manager approval.
Base salary: $120,000–$130,000 USD annually, plus eligibility for a discretionary annual bonus and comprehensive benefits.
Company
is a global private markets investment firm with an entrepreneurial, collaborative, and inclusive culture.
What you will do
- Support External Wholesalers covering a designated geographical region.
- Build and maintain relationships with financial advisors across wire-house, private bank, RIA, and family office channels.
- Serve as a point of contact for advisors to increase sales and deepen existing relationships.
- Lead follow-up after business meetings and maintain accurate meeting and call notes in the CRM.
- Explain complex alternative investment capabilities across private and registered investment vehicles in verbal and written communications.
- Monitor competitive dynamics across investment strategies, fund structures, and private wealth platforms while collaborating with internal teams.
Requirements
- Series 7 and Series 63 licenses required.
- Ability to meet outbound call and contact activity levels set by the manager.
- Strong Microsoft Word, Excel, and CRM management skills.
- Excellent verbal and written communication skills with strong capital markets knowledge.
- Ability to manage priorities and a demanding calendar of client meetings.
- Bachelor’s degree or equivalent experience; 3–6 years of related industry experience preferred.
Nice to have
- Experience supporting sales and fundraising in private wealth or alternative investments.
- Experience working with financial intermediaries, including broker-dealers, private banks, RIAs, or family offices.
Culture & Benefits
- Collaborative, open-door environment focused on inclusion, mutual respect, and innovative thinking.
- Hybrid schedule with discretionary remote workdays subject to manager approval.
- Retirement contributions, health insurance, income protection, paid time off, leave benefits, and well-being programs may be available.
- Ability to travel as required by the role.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
12 дней назад
Relationship Manager - Private Capital Solutions
110 000 - 143 000$
11 дней назад
Business Development Associate (M&A)
65 000 - 85 000$
11 дней назад
Senior Partner
13 дней назад
Sr Strategic Account Manager (Financial Services)
140 000 - 160 000$
11 дней назад
Business Banking Relationship Manager I
104 000 - 132 000$
11 дней назад
Wealth Advisor (Financial Services)
116 400 - 194 000$